FPC003 - Superannuation And Retirement Advice Case Study - Accounting and Finance Assignment Help

Assignment Task 

•    Appendices: Full workings must be shown for all calculations. The appendices section of the SOA should contain these calculations, including any supporting documentation, for example assumptions; tax, cash flow and any social security calculations; projections; charts; and referencing. Ensure that your appendices are correctly referenced in the body of the plan and labelled correctly. State all assumptions used in providing your answer.

•    Refer to the Criteria-based Marking Guide for guidelines on what is expected for each question.

•    Marks will be awarded for presentation and referencing. Follow the Harvard referencing style as recommended in the Kaplan Australia: Harvard Referencing Guide located on the ‘Referencing and Research’ page in the ‘Build Your Skills Hub’.

•    The ‘Assessment Preparation Guide’ in KapLearn contains information about format and presentation, word limits, citations and referencing, collusion, plagiarism and other policies, useful resources, submitting your assignment and accessing your results.

•    Answers are to be in your own words. Reference and cite all your sources (within the text of your answer) when quoting or using material from external sources. Include a reference list at the end of your assignment. For further information on referencing, refer to the ‘Referencing and Research’ page in the ‘Build Your Skills Hub’.

•    Mark allocations are noted beside each part of the SOA. Use these allocations to assist you with your allocation of time and resources. The weightings indicate the relative importance of each section.

•    Requests for special consideration or information pertaining to special consideration written in the body of the assignment will not be considered by the marker. Refer to the ‘special consideration’ section of the Assessment Policy on Kaplan’s website for more information.

•    Disclosure and warnings: Disclosures and warnings are mandatory. Fee disclosures must be disclosed accurately in both percentage and dollar terms and comply with ASIC regulatory guidelines on disclosures. Refer to the format contained in the sample SOA located in ‘Topic 8, Further resource 3’.

•    Use of software: You may use financial planning software to assist in modelling strategic options for the clients and for preparing the SOA, provided you personalise the content and ensure that it is clear, concise and effective and conforms to the structural guidelines for an SOA contained within Topic 8 and the sample SOA. Your SOA document must be formatted and presented in a professional manner that would be appropriate to provide to a client.

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